Bedel Financial Consulting’s SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-595
Closed -$50K 773
2022
Q1
$50K Buy
595
+1
+0.2% +$84 0.02% 388
2021
Q4
$55K Buy
594
+1
+0.2% +$93 0.02% 379
2021
Q3
$52K Hold
593
0.02% 372
2021
Q2
$53K Hold
593
0.02% 365
2021
Q1
$51K Buy
593
+1
+0.2% +$86 0.02% 356
2020
Q4
$45K Buy
592
+1
+0.2% +$76 0.02% 332
2020
Q3
$35K Buy
591
+1
+0.2% +$59 0.02% 350
2020
Q2
$34K Sell
590
-167
-22% -$9.62K 0.02% 329
2020
Q1
$35K Buy
757
+2
+0.3% +$92 0.02% 309
2019
Q4
$49K Buy
755
+2
+0.3% +$130 0.03% 290
2019
Q3
$45K Buy
753
+1
+0.1% +$60 0.03% 294
2019
Q2
$46K Buy
752
+2
+0.3% +$122 0.03% 292
2019
Q1
$45K Buy
750
+550
+275% +$33K 0.03% 287
2018
Q4
$11K Hold
200
0.01% 449
2018
Q3
$12K Hold
200
0.01% 464
2018
Q2
$13K Hold
200
0.01% 448
2018
Q1
$12K Buy
+200
New +$12K 0.01% 457